Past Events
Oregon Wine Retreat
Tentatively planned for August 13-15th, 2025 at the Black Walnut Inn & Vineyard about an hour south of Portland, Oregon. Unlike the typical family office conference, Wine Retreat attendees have the opportunity to connect deeply with their peers on topics of shared interest in a relaxed and confidential environment. The unique, lightly-structured environment, is intended […]
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Cross Pollinate Exploration – Estate Planning – Experiences after the fact
Join the conversation on March 21st at 1pm Eastern, 10am Pacific with peers sharing their perspective, experiences and questions in regards to the passing of family members as well as the seen and unforeseen consiquences and effect in this confidential environment. Attendance for this 90 minute topical exploration via Zoom will be limited to 12 […]
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Cross Pollinate New York Dinner
Gather with family office peers to share your experiences, ask questions and learn from them over a “no-host” dinner from 6-9pm. There is a maximum attendance of 12 people for this event.
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Cross Pollinate Exploration – Leaving a Legacy of Values
Join your peers in a topical exploration on how best to leave a legacy of values with future generations. Come prepared to share your perspective, questions and experiences in this confidential environment. Attendance for this 90 minute topical exploration via Zoom will be limited to 12 participants.
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